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Technology Stocks : All About Sun Microsystems

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To: David Howe who wrote (41839)3/8/2001 5:22:43 PM
From: Charles Tutt  Read Replies (4) of 64865
 
And only a few days ago, Sun management said there's not a channel inventory problem. If they misstate the true situation, they're likely to get sued. If ML misstates the true situation, they're likely to make more money on commissions. Who to believe??

The boxmakers will eventually wise up or disappear, IMHO. Don't be surprised to see boxes coming out of the factory with Linux preinstalled instead of Windows.

Microsoft's growth of earnings from operations is pretty close to zero as I recall. Luckily for them, they've been able to augment it with earnings from investments. How long do you think that will last?

All JMHO. Do your own research and form your own conclusions.

Charles Tutt (TM)
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